We often develop custom financial plans for clients who need to accumulate wealth for retirement. We also design income generation strategies for retired clients who rely on investment income to support their lifestyle. Ultimately our planning discussions revolve around how to efficiently transfer assets to heirs or charities.

One of the financial planning tools we use is Financeware. Unlike traditional tools that assume a fixed rate of return over a number of years, Financeware uses Monte Carlo techniques to simulate hundreds of potential investment scenarios and the impact of those scenarios on our clients' financial well-being.